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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,661 | $124,425-64.1% | $112,040-60.1% | $137,256-67.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.26% | 24.72%-24.5pp | 24.52%-24.3pp | 220.34%-220.1pp |
| Employer contribution / active EE | $3,959 | $3,411+16.1% | $2,954+34.0% | $4,156-4.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $323 | $15,207-97.9% | $12,098-97.3% | $12,270-97.4% |